Jon Chandler
Director, Research
Jon Chandler has 20 years of experience in the financial services industry. Prior to joining Cutter Associates in 2014, Jon was a senior business analyst for State Street Global Advisors (SSGA), where he was involved in a number of projects for the front and middle office, including UAT design and execution for an order management system (Fidessa IMS), the implementation of a web-based due diligence platform (FundInsight), and an enterprise solution to support blended benchmarks. Prior to his project roles, Jon was a principal in fixed income trade operations at SSGA. He has extensive experience with post-trade operations and applications, such as OASYS/CTM, PORTIA, MBSExpert, and FailStation. Jon earned a bachelor of arts in history from the University of Florida and an MBA from Northeastern University.
Recent research assignments and publications include the following:
- Alternative Investment Systems
- Cutter Benchmarking: Alternative Investments
- Cutter Benchmarking: Derivatives and Collateral Management
- Cutter Benchmarking: Investment Risk
- Cutter Benchmarking: Performance Measurement and Attribution
- Derivatives and Collateral Management Solutions
- Execution Management Systems
- Managed Data Services
- Order Management Systems
- Outsourcing Solutions
- Performance Measurement and Attribution Systems
- Portfolio Analytics Solutions
- Private Debt
- Risk Management Systems
- The Evolving Front Office Support Model
Stacia Graham
Head of Research
Stacia Graham brings more than 30 years of experience in investment management as Head of Research at Cutter Associates, where she leads a team of analysts that delivers insights and events to Cutter’s global members.
Stacia joined Cutter in 2018 and, as part of the research team, worked closely with members and vendors to author numerous reports and deliver insights at events on many topics, including client reporting, modern compliance in investment management, investment management platforms, portfolio analytics solutions, asset allocation and total portfolio approach, and research management systems. She brings a deep understanding of end-to-end asset management processes and project management, and has also served as a subject matter expert for targeted engagements in enterprise risk and compliance.
Prior to joining Cutter in 2018, Stacia held various senior roles at Wellington Management Company in compliance, investment administration, and operational risk, including leading the global Investment Guideline Compliance team for eight years.
She earned her bachelor of science in business administration from Bryant University and an MBA from Bentley University.
This report on performance measurement and attribution (PMA) provides information about current PMA practices and challenges and the systems that support PMA.
This research includes insights into Cutter Research member practices and system usage, an overview of the vendor landscape, and detailed reviews of PMA systems offered by vendors including: BlackRock Aladdin Accounting and Performance, Bloomberg PORT Enterprise, BNY Mellon Data and Analytics Solutions Eagle Performance, Confluence Revolution (acquired from StatPro), FactSet Performance Solution, Opturo Virtual Investment Analytics (VIA), Ortec Finance PEARL, SS&C Technologies Sylvan, and State Street CRIMS Portfolio Analysis. Summary information about the following vendors’ products is also included: CloudAttribution and SS&C Advent APX.